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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,944 | $100,139-82.1% | $85,187-78.9% | $145,884-87.7% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 10.84% | 84.15%-73.3pp | 66.67%-55.8pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,844 | $3,238-43.0% | $2,732-32.5% | $4,662-60.4% |
| Participant deferral / active EE | $3,411 | $5,296-35.6% | $4,525-24.6% | $6,690-49.0% |
| Admin fee / account holder | $498 | $7,262-93.1% | $6,162-91.9% | $13,392-96.3% |